Workbook Pre Calculation and Broadcasting

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SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com

2009 SAP AG 1

Use Case: Workbook Precalculation and Broadcasting

Applies to:

SAP Business Intelligence, SAP Enterprise Portal, Broadcasting, Pre calculation Server. For moreinformation, visit theBusiness Intelligence homepage.

Summary

This use case provides you a step by step sample how to insert a workbook into your portal, which containsBI data. With the help of the Precalculation Server and Broadcasting this workbook will be automaticallyrefreshed every Monday.

Author: Dezso Pap

Company: SAP AG

Created on: 30 September 2009

Author Bio

Dezso Pap works as Senior Support Consultant at SAP for over 5 years. He has experience invarious NetWeaver topics and BI precalculation.
https://www.sdn.sap.com/irj/sdn/nw-bihttps://www.sdn.sap.com/irj/sdn/nw-bihttps://www.sdn.sap.com/irj/sdn/nw-bihttps://www.sdn.sap.com/irj/sdn/nw-bi


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Use Case: Workbook Pre calculation and Broadcasting


2009 SAP AG 2

Table of Contents

Introduction ......................................................................................................................................................... 3Prerequisites ................................................................................................................................................... 3

Create your workbook ......................................................................................................................................... 3Create a broadcasting setting for the workbook ................................................................................................. 4Results ................................................................................................................................................................ 8

Related Content .................................................................................................................................................. 9Disclaimer and Liability Notice .......................................................................................................................... 10


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Introduction

In this article you will see how to create a document for your colleagues / managers in your portal, which willcontain actual data whenever they open it. The data will come from your BI system and will be stored inExcel format in your portal. In this scenario we will use Enterprise Portal 7 and SAP NetWeaver BI 7.0

Prerequisites

To follow this guide you will need to have some components configured in your system. These are:

Precalculation Server has to be installed and running You can find installation guide in SDN.Please check the Related Content section of this document. It is easy to verify whether you have arunning Precalculation Server via transaction RSPRECADMIN. On the initial list there should be atleast one server with green status.

BI Query that supplies data for your workbook. You can create a query using the QueryDesigner provided in your SAP Business Explorer tools. Designing a query is not scope of thisarticle. There are numerous documents in SDN in this regard.

Your portal needs to be configured for receiving broadcasted documents. It has to have KM andCollaboration installed and configured. Please check Related Content section for more documentsabout this topic.

SAP Business Explorer tools and SAP GUI installed on your computer. The users who willaccess the document, will be able to open the workbook without SAP BI Frontend installation, but for

navigation in the workbook they will need this too.

Create your workbook

To create a workbook we will use the BEx Analyzer what is part of the SAP Business Explorer tool.

1. Start the analyzer, what will open your Excel

2. Select BEx-add-in >> Open query.

3. The analyzer will ask for you login details to your BI System. / You can select the BI Systemfrom your SAP logon system list using the systems button/

4. Select the query you would like to use for data source for your workbook. You can also createthe workbook based on more queries.

5. You can enter values for variants; these will be used during the execution of the query whenyour workbook is pre-calculated.

6. Save it as workbook using the BEx Analyzer menu.

Now the workbook is stored in your SAP System, and it is ready for usage in a broadcasting scenario.


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2009 SAP AG 4

Create a broadcasting setting for the workbook

Login to your portal with a user that has role: Business Explorer /pcd:portal_content/com.sap.pct/platform_add_ons/com.sap.ip.bi/Roles/com.sap.ip.bi.business_explorer_showcase /.

1. Start the broadcaster. /Business Explorer > BEx Broadcaster /If you have single-sign-on configured between your portal and BI Server you will be logged on toyour BI system, if not you have to enter the user and password for the BI backend.

2. Open the workbook you created in the previous section.

Figure 1: Open the workbook


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3. Create a new setting for your broadcasting. In this article we do not use the wizard as we wouldlike to select dedicated Precalculation Server for the setting. After pressing Create new Setting,select Broadcast to the Portal as distribution type and enter a name for the file. /This will be thetechnical name of the document! /

4. Enter a user for Authorization user. This will be the user used to execute the Job on thebackend. This user should be able to publish the document to KM as well. This users settings in theBI System will affect the locals /e.g Date or Number format /.

5. Select language. This language setting will be used during the background processing of thedocument. It does not influence the online execution of the setting.

6. Select: Export Document to OtherFolder. As we want the document to be published in thecollaboration room.

For Information: If you select hereMy Portfolioyou can enter the names of the usersseparated by semicolons. These users will then have the document in their personal portfolio. /You also can use BI Roles, than all users having the role will receive the document. /Whenthe flag User-Specificis selected, the system generates a document for each user ontheusers language and with theusers locale.

Figure 2: Export Document to other folder


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7. With the help of the F4 help select a folder where your colleagues will be able to acess thedocument. In this article we will place the document into the collaboration rooms Room >>Docuements folder.

Figure 3: Select the portal folder for the document

8. Select Texts tab. Here you can enter information, which will be used as the attributes of thedocument in the portal.

a. Title and description: you can use F4 help to get these attributes from variables, otherwiseenter the texts you would like the document to have.

b. You can also select the Importance of the document.

Figure 4: Enter portal document text information


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9. On the workbook precalculation tab you can select a specific precalculation server.

Figure 5: Select Precalculation Server10. Select button schedule. - The system will ask you to save the setting. Select OK, and fill the

technical name and the description fields. >> Select Transfer

11. Fill the Scheduling screen. In this article I selected weekly periods for the update and broadcastof the workbook.

Figure 6: Create scheduling

12. Save the Setting, and Execute it to store the file right now in the portal Collaboration room.When you execute the setting, the current logged on users data will be used for the generation and

execution. / E.g. the current logon language will be the language of the document! /


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Results

If you check now in your BI system in Tr. SM37 you will see the Job scheduled under the name of theAuthorization user. And you will find the workbook in the Collaboration room you selected. /If youexecuted the Broadcasting in step 9. / Users can also subscribe to these documents, so they get an e-mail notification when the file is updated.

Figure 7: Workbook in collaboration Room

End users having BI front end installation can navigate in the document after logon to the BI system.

If there was an error during the precalculation, you can check the log file in Tr. RSPRECADMIN. The log islocated under the Precalculation Server you selected in Point: 9.


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Related Content

Installation of Precalculation Server

Configuration for Information Broadcasting

Setting Up Broadcasting to the Portal

For more information, visit theBusiness Intelligence homepage.
https://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/15642https://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/15642http://help.sap.com/saphelp_nw2004s/helpdata/EN/84/30984076b84063e10000000a1550b0/content.htmhttp://help.sap.com/saphelp_nw2004s/helpdata/EN/84/30984076b84063e10000000a1550b0/content.htmhttp://help.sap.com/saphelp_nw2004s/helpdata/EN/45/fe8e3066bc3482e10000000a1553f6/frameset.htmhttp://help.sap.com/saphelp_nw2004s/helpdata/EN/45/fe8e3066bc3482e10000000a1553f6/frameset.htmhttps://www.sdn.sap.com/irj/sdn/nw-bihttps://www.sdn.sap.com/irj/sdn/nw-bihttps://www.sdn.sap.com/irj/sdn/nw-bihttps://www.sdn.sap.com/irj/sdn/nw-bihttp://help.sap.com/saphelp_nw2004s/helpdata/EN/45/fe8e3066bc3482e10000000a1553f6/frameset.htmhttp://help.sap.com/saphelp_nw2004s/helpdata/EN/84/30984076b84063e10000000a1550b0/content.htmhttps://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/15642


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Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is notsupported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.

SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document,and anyone using these methods does so at his/her own risk.

SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article orcode sample, including any liability resulting from incompatibility between the content within this document and the materials andservices offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of thisdocument.

Workbook Pre Calculation and Broadcasting

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